account_balance

Investment manager · 13F filer · SEC CIK 1973783

O'Connor Financial Group LLC

Reported value$282Mas of Sep 30, 2026

Positions68 4 new, 5 sold out

Top 10 weight64.4%VOO alone is 11%

FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard S&P 500 ETF

11.3%

BONDPimco Active Bond Exchange-Traded Fund

10.6%Added +4%

LDURPimco Enhanced Low Duration Active ETF

7.0%Added +3%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

6.6%Added +8%

ESUMEventide US Market ETF

5.4%

SPDWState Street SPDR Portfolio Developed World Ex-US ETF

5.1%

AVUVAvantis U.S. Small Cap Value ETF

5.1%

QQQInvesco QQQ Trust Series I

4.6%

RDVYFirst Trust Rising Dividend Achievers ETF

4.4%

TPIFTimothy Plan International ETF

4.3%

VOVanguard Morningstar Mid-Cap ETF

3.9%

CIBRFirst Trust Nasdaq Cybersecurity ETF

3.2%

VOOVanguard S&P 500 ETF

11.3%

BONDPimco Active Bond Exchange-Traded Fund

10.6%Added +4%

LDURPimco Enhanced Low Duration Active ETF

7.0%+3%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

6.6%+8%

ESUMEventide US Market ETF

5.4%

SPDWState Street SPDR Portfolio Developed World Ex-US ETF

5.1%

AVUVAvantis U.S. Small Cap Value ETF

5.1%

QQQInvesco QQQ Trust Series I

4.6%

RDVYFirst Trust Rising Dividend Achievers ETF

4.4%

TPIF4.3%

VO3.9%

CIBR3.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard S&P 500 ETF 11.3% Held

BOND Pimco Active Bond Exchange-Traded Fund 10.6% Added +4%

LDUR Pimco Enhanced Low Duration Active ETF 7.0% Added +3%

PYLD Pimco Multisector Bond Active Exchange-Traded Fund 6.6% Added +8%

ESUM Eventide US Market ETF 5.4% Held

SPDW State Street SPDR Portfolio Developed World Ex-US ETF 5.1% Held

AVUV Avantis U.S. Small Cap Value ETF 5.1% Held

QQQ Invesco QQQ Trust Series I 4.6% Held

RDVY First Trust Rising Dividend Achievers ETF 4.4% Held

TPIF Timothy Plan International ETF 4.3% Held

VO Vanguard Morningstar Mid-Cap ETF 3.9% Held

CIBR First Trust Nasdaq Cybersecurity ETF 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 17, 2026 filing

add_circleNew

UAUG $375K
UJUL $291K
AVDE $254K
AVLV $203K

arrow_upwardAdded

LMBS +28%
PYLD +8%
MSFT +5%
BOND +4%

arrow_downwardTrimmed

JPST −17%
VTI −7%
VTV −7%
TPHD −5%

remove_circleSold out

IBM $245K
WMT $219K
LRCX $214K
AMAT $213K

O'Connor Financial Group LLC

Where the money is

Biggest moves since Jun 30, 2026

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